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JPMorgan Chase

4,077 hedge funds and large institutions have $412B invested in JPMorgan Chase in 2024 Q1 according to their latest regulatory filings, with 249 funds opening new positions, 1,607 increasing their positions, 1,847 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,077
Holders Change
+115
Holders Change %
+2.9%
% of All Funds
59.1%
Holding in Top 10
713
Holding in Top 10 Change
+77
Holding in Top 10 Change %
+12.11%
% of All Funds
10.33%
New
249
Increased
1,607
Reduced
1,847
Closed
83
Calls
$9.14B
Puts
$10B
Net Calls
-$861M
Net Calls Change
+$1.43B
Name Holding Trade Value Shares
Change
Shares
Change %
Harris Associates
2951
Harris Associates
Illinois
$985K -$51.1K -255 -5%
BAM
2952
Beaumont Asset Management
Texas
$985K -$236K -1,177 -19%
AWAP
2953
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$985K +$17.8K +89 +2%
AIP
2954
Almanack Investment Partners
Pennsylvania
$984K +$66.9K +334 +7%
DAM
2955
Doheny Asset Management
California
$982K
CCB
2956
Cutter & Co Brokerage
Missouri
$979K -$75.7K -378 -7%
VAMG
2957
Voisard Asset Management Group
Michigan
$979K +$1.4K +7 +0.1%
JJBC
2958
James J. Burns & Company
New York
$978K -$843K -4,240 -46%
LA
2959
Lifeworks Advisors
Michigan
$978K +$492K +2,455 +101%
TFM
2960
TFC Financial Management
Massachusetts
$977K -$204K -1,018 -17%
OPTFSNA
2961
Old Point Trust & Financial Services N A
Virginia
$976K +$255K +1,273 +35%
OLVIG
2962
Oliver Lagore Vanvalin Investment Group
Michigan
$976K +$72.5K +362 +8%
VWM
2963
Venturi Wealth Management
Texas
$976K -$2.26M -11,267 -70%
DEM
2964
Disciplined Equity Management
Florida
$974K -$625K -3,118 -39%
DAM
2965
Diamant Asset Management
Connecticut
$974K -$2K -10 -0.2%
FSC
2966
Full Sail Capital
Oklahoma
$973K -$16K -80 -2%
NFA
2967
Northwest Financial Advisors
Virginia
$972K -$86.9K -434 -8%
AAG
2968
Accordant Advisory Group
Maryland
$969K +$969K +4,836 New
LC
2969
Landaas & Company
Wisconsin
$968K +$2.59K +13 +0.3%
BDF
2970
Black Diamond Financial
Maryland
$966K
SPL
2971
Smart Portfolios LLC
Washington
$965K +$20K +100 +2%
CFA
2972
Cahill Financial Advisors
Minnesota
$962K +$300K +1,496 +45%
SFC
2973
SYM Financial Corp
Indiana
$959K -$427K -2,133 -31%
KIG
2974
Kennedy Investment Group
New Jersey
$958K +$401 +2 +0%
TW
2975
Traveka Wealth
California
$958K -$179K -892 -16%